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Administrative Associate
Montreal, Quebec / Québec, Canada
Enter Job Description here with the following structure:
POSITION SUMMARY:
The Administrative Associate's, who is licensed as an Investment Representative, primary focus is to assist an advisor in the in the day to day trading and the administration of an Advisor's business. The Administrative Associate may support more than one advisor who typically have different types of business (ex. Transactional vs. fee- based)
QUALIFICATIONS:
Ensure a high level of client service by supporting advisor in the annual review of clients portfolios and in the development of a financial plans, ensuring the portfolio still meet the current or updated risk profile by gathering and analyzing information as per the advisors instructions. Working with the advisor to develop and distribute newsletters by managing the approvals required by the organization, the graphic layout, word processing and distribution etc.
Responding to client inquiries in a timely, responsive manner by resolving issues and effecting client transactions expeditiously and accurately, escalating issues to advisor when appropriate. Issue instructions for client withdrawals, deposits, swaps and transfers according to client or advisor's instructions
Ensures effective client administration by following up with clients on missing documentation required as per the industry regulatory requirements and maintaining client files and information of the appropriate systems. Also, responsible for checking daily trades and all system entries in accounts for timelines and accuracy
Increase commission revenue by reviewing and reducing all restricted accounts and assist in idea generation and implementation of marketing campaigns. Responsible for supporting advisor in client appreciation events and seminars
Must have completed the CSC, CPH and 30 day IRT training
Must maintain license in good standing by complying with industry regulations
Must have excellent written and verbal communication skills
Must have strong organizational skills
Must be able to take initiative and work independently
Service oriented
Preferreds:
Industry experience
Bilingual a must
The Scotiabank Group is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted.
No agencies please.
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Nos emplois liés à Nos emplois liés au secteur Gestion de patrimoine :
La division Gestion du patrimoine exerce, au sein du Groupe Banque Scotia, des activités clés en conseils et en vente de produits financiers aux particuliers. Elle offre une gamme complète de solutions qui englobent courtage de détail, conseils sur la gestion des placements, services successoraux et fiduciaires, produits liés aux fonds communs et à l’épargne, de même que services de planification financière et de gestion privée pour les clients aisés et les investisseurs indépendants. Nos employés qui travaillent à cette division comprennent des directeurs, Relations d’affaires et des conseillers qui sont des experts en matière de stratégie financière, d’analyse de marché complexe, de développement de produit et d’exploitation.
Les professionnels de la division Gestion de Patrimoine ont de l’expérience dans le secteur des services financiers et, suivant leurs fonctions, ont suivi une formation comme le Cours sur commerce des valeurs mobilières au Canada (CCVM), le Programme planificateur financier personnel (P.F.P.), le programme d’analyste financier agréé ou le programme de planificateur financier agréé.
Aperçu des perspectives d’emploi à la division Gestion de patrimoine : conseiller en placements; planificateur financier; gestionnaire de portefeuille; collaborateur en placement; directeur du service de gestion de l’actif; conseiller financier; analyste financier; responsable des services fiduciaires.